DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Trevor Burlison

Raymond James Investment Managementasset managerSt Petersburg, Fl dual registrantIAPD 6545660

Certified Financial Planner

Feed of 09/15/2026

Also filed as Trevor Anthony Burlison

At current firm

0 y

since Jun 8, 2026

In the industry

11 y

since May 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Raymond James Investment Management asset manager current
since Jun 8, 2026 · Canton, Ga
Assetmark, Inc. BD affiliated
Jan 19, 2024 to Jul 23, 2024 · Woodstock, Ga
Cambridge Investment Research Advisors, Inc. BD affiliated
Sep 20, 2023 to Dec 20, 2023 · Johns Creek, Ga
Assetmark, Inc. BD affiliated
May 5, 2017 to Aug 1, 2023 · Chicago, Il
Longboard Asset Management asset manager
Sep 18, 2015 to Feb 20, 2017 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Assetmark, Inc. to Raymond James Investment Management
left Jul 23, 2024, registered Jun 8, 2026 (685 days) · Other
Cambridge Investment Research Advisors, Inc. to Assetmark, Inc.
left Dec 20, 2023, registered Jan 19, 2024 (30 days) · Affiliated broker-dealer or bank to another
Assetmark, Inc. to Cambridge Investment Research Advisors, Inc.
left Aug 1, 2023, registered Sep 20, 2023 (50 days) · Affiliated broker-dealer or bank to another
Longboard Asset Management to Assetmark, Inc.
left Feb 20, 2017, registered May 5, 2017 (74 days) · Other

Signals

Trevor Burlison left Assetmark, Inc. for Raymond James Investment Management (registered 2026-06-08)
Jul 23, 2024 · Advisor changed firm · fact
Trevor Burlison left Cambridge Investment Research Advisors, Inc. for Assetmark, Inc. (registered 2024-01-19)
Dec 20, 2023 · Advisor changed firm · fact
Trevor Burlison left Assetmark, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2023-09-20)
Aug 1, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Asset manager (funds and pooled vehicles)derived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address